New Account and Opportunity Insights Now Natively Available in Salesforce Lightning Experience Enabling Marketing and Sales Teams to Prioritize Efforts on Their Best Accounts and Key Decision-Makers
Terminus, a leading provider of an account-based marketing (ABM) platform, announced its new integration into Salesforce. The integration enables customers to bring account, contact and campaign data into the Terminus Account Hub where it can be unified with third-party intent and signal data and analyzed to identify and segment their most opportune accounts. Terminus Account and Opportunity Insights are then delivered natively on the account record in Salesforce Lightning and, combined with insight on engagement from Salesforce Pardot, this provides marketing, sales, and customer success teams with full visibility into how accounts are interacting across all touchpoints.
“Account-based marketing, in partnership with Terminus, has become a strategic, go-to-market pillar for creating stronger marketing and sales alignment to better acquire and serve our customers”
“Today’s marketing and sales organizations are challenged to tie disparate data sets together across the customer lifecycle to ensure they focus on their best customers and prospects,” said Eric Spett, CEO of Terminus. “As our customers run account-centric initiatives both for customer acquisition and expansion programs, the account experience across marketing, sales and success teams must be consistent and aligned. Visualizing engagement and interactions at an account level in the environment where teams operate is critical to ensuring this happens and we are excited to deepen our integration and partnership with Salesforce to bring this value to customers.”
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“Salesforce enables marketing and sales teams to be more effective by providing a canonical view of every account relationship,” said Liam Doyle, SVP Product Management, Salesforce Pardot. “We’re excited to see how Terminus extends this view with even deeper insights across touch-points. This will allow marketing and sales teams to engage with even more relevance throughout the customer journey.”
With this release of the Terminus Account-based Platform customers can now extend the benefit of the Salesforce Lightning Platform and Pardot by:
- Easily integrating Salesforce data at the account, contact, lead and campaign level into the Terminus Account Hub where it can be combined with additional account-level intent and firmographic insights as well as anonymous digital signals such as website traffic and ad engagement.
- Providing account and opportunity insights as a native experience in Salesforce allowing teams to easily visualize and understand interactions as they occur across known and anonymous influencers aggregated in the account record and trended over time.
- Extending the engagement view across marketing touchpoints, from email and website activity in Salesforce Pardot, through to the open web and paid digital advertising.
- Better monitoring and measuring how both marketing and sales channels are driving account engagement, attribute activity to business outcomes, and tune sales and marketing outreach to improve customer experience and drive revenue.
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“Account-based marketing, in partnership with Terminus, has become a strategic, go-to-market pillar for creating stronger marketing and sales alignment to better acquire and serve our customers,” said Kristin Christensen, chief marketing officer at Hexagon. “The ability to bring actionable insights directly into our Salesforce experience has enabled us to better understand account engagement and prioritize efforts tailored to customer needs.”
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